Where Commercial Real Estate and Exit Planning Meet
Helping Owners Prepare for Successful Transitions
Building value takes years. Realizing it successfully requires planning.
Sycamore Hill Advisors helps business owners and commercial real estate investors align their personal, financial, business, and real estate goals before major transitions -- including retirement, succession, ownership transfers, and the sale of significant assets.
The best exits are planned, not rushed.
The Planning Gap
According to Exit Planning Institute research, many owners have approximately 80% of their net worth tied to their business or commercial real estate holdings, yet spend relatively little time preparing for the eventual transition of those assets. The research also shows that many owners are dissatisfied with the outcome of a sale—not because of the price they received, but because their personal, financial, business, and real estate goals were never fully aligned before the transaction.
Whether you own a multifamily portfolio, commercial property, or a closely held business, your eventual transition may be one of the most significant financial events of your life. Through Exit Planning, Value Enhancement, and Strategic Advisory services, we help owners make informed decisions long before a transaction occurs.
Successful exit planning is a team effort
We work alongside your existing attorneys, accountants, financial advisors, lenders, and other trusted professionals to help ensure your business, real estate, financial, and personal goals remain aligned throughout the planning process.
Exit Planning
Create a roadmap for the future. We help identify the events that may trigger a transition and align your personal, financial, business, and real estate goals to prepare for a successful exit—on your terms.
Value Enhancement
Increase value before a transition becomes necessary. We evaluate the factors that influence value within a business or real estate portfolio—including key Intangible Capitals—to identify opportunities that strengthen performance and long-term value.
Strategic Advisory
Evaluate ownership, transition, and succession options with confidence. From ownership structures and succession planning to acquisition, disposition, and portfolio decisions, we help business owners and commercial real estate investors make informed choices that preserve flexibility and build long-term value.
Free Owner Transition Checkup
Are You Prepared for Your Next Transition?
Whether you're thinking about selling, retiring, transferring ownership, or simply want to understand your options, a little planning can make a significant difference.
Take this free 5-minute Owner Transition Checkup to identify potential gaps in your current plan.
1. Do you have a clear idea of what your business or investment property is worth today?
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2. Do you have a general timeframe for when you may want to transition ownership?
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3. Have you identified the steps you could take today to increase the value of your business or property?
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4. Have you considered the different ways you could transition ownership?
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5. Have you considered the financial and tax implications of your potential transition?
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6. Do you have a clear understanding of what needs to happen before you're ready to execute your preferred strategy?
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7. If your preferred transition strategy doesn't work, do you have a Plan B?
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What Your Responses May Indicate
What Your Responses May Indicate
Mostly Yes — You're Well Positioned
You've addressed many of the fundamental elements of a successful transition. Your next opportunity may be refining your strategy and identifying ways to enhance value.
Mixed Responses — Some Planning Gaps
You have some important pieces in place, but there may be opportunities to strengthen your transition strategy. Addressing these gaps early can give you more options and flexibility.
Mostly Somewhat or No — More Planning Could Create More Options
There may be significant opportunities to improve your transition readiness. The earlier you identify potential value, financial, and strategic issues, the more options you'll have.
Schedule a Free Follow-Up Conversation
I'd be happy to review your results with you in a confidential 30-minute conversation and discuss what they may mean for your situation.
About Steve Wilson, CEPA
Sycamore Hill Advisors was formed by Steve Wilson, a Commercial Real Estate Advisor with SVN | Imperial Realty and a Certified Exit Planning Advisor (CEPA), to help owners navigate the intersection of commercial real estate and business transition planning.
Before entering commercial real estate, Steve spent 14 years as a partner in a small business. Along the way, he and his partners made good decisions, made mistakes, and learned plenty of lessons the hard way. Those experiences gave him a deep appreciation for the challenges business owners face, the importance of planning before major decisions need to be made, and what it means to build something of value over time.
Today, Steve uses those experiences, combined with his background in commercial real estate and exit planning, to help business owners and commercial property investors navigate major transitions with greater clarity and confidence.
As Principal of Sycamore Hill Advisors and a Commercial Real Estate Advisor with SVN | Imperial Realty, Steve works with clients to prepare for successful ownership transitions, whether that means planning years in advance or evaluating opportunities that are already on the horizon.
Credentials
Licensed Commercial Real Estate Advisor - SVN | Imperial Realty
Certified Exit Planning Advisor (CEPA) - The Exit Planning Institute
Certified Commercial Advisor (CCA) - National Association of Real Estate Advisors
Marketing MBA - Lehigh University
B.S. Mineral Economics - Penn State University
Steve serves clients throughout the Lehigh Valley, Delaware Valley, and Greater Philadelphia region.
Whether you're planning years ahead or evaluating your options today, let's start with a confidential conversation.
I want to thank you again for your steady, unflappable assistance in selling my building. I've appreciated your wise counsel and fair-minded advocacy!
Dirk Odhner, Owner @ Odhner & Odhner Fine Woodworking
I like Steve's confident, easy-going, and professional style, and would work with him again should the opportunity ever come up. I'd recommend him to anyone looking for a good broker.
Donald Jackson, Sr., Owner @ Tiny Mustard Seed LLC
Contact
Questions about exit planning, value enhancement, or a future transition? Let's start a confidential conversation.
When your transition strategy includes a commercial real estate transaction, brokerage services are provided through SVN | Imperial Realty.
We respect your privacy. Information submitted through this form will be kept confidential and used solely to respond to your inquiry. We do not sell or share your information with third parties.
SellPoint
Newsletter & Archive
Practical insights at the intersection of Commercial Real Estate and Exit Planning.
SellPoint is a bi-monthly newsletter for business owners and commercial real estate investors preparing for retirement, succession, transition, or sale.
Subscribe to receive future issues of SellPoint by email.
Archive - Past Issues
Browse previous issues of SellPoint below.
Sycamore Hill Advisors LLC is an independent firm providing advisory and exit planning services. Commercial real estate brokerage services are provided exclusively through SVN | Imperial Realty, a separately owned and operated franchise. The information on this website is for educational and informational purposes only and should not be construed as legal, tax, accounting, investment, or other professional advice. No advisory or brokerage relationship is created by use of this website.
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